WOSD
WFA of San Diego’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Buy |
+740
| New | +$91.8K | 0.07% | 146 |
|
|
2024
Q3 | $54.7K | Hold |
568
| – | – | 0.05% | 178 |
|
|
2024
Q2 | $56.4K | Buy |
+568
| New | +$56.4K | 0.05% | 169 |
|
|
2023
Q3 | $74.2K | Hold |
916
| – | – | 0.08% | 139 |
|
|
2023
Q2 | $81.8K | Buy |
+916
| New | +$81.8K | 0.08% | 127 |
|
|
2023
Q1 | – | Sell |
-1,367
| Closed | -$119K | – | 146 |
|
|
2022
Q4 | $119K | Buy |
+1,367
| New | +$119K | 0.09% | 125 |
|
|
2022
Q3 | – | Sell |
-967
| Closed | -$91K | – | 157 |
|
|
2022
Q2 | $91K | Buy |
+967
| New | +$91K | 0.08% | 121 |
|
|
2022
Q1 | – | Sell |
-1,207
| Closed | -$187K | – | 102 |
|
|
2021
Q4 | $187K | Buy |
1,207
+220
| +22% | +$34.1K | 0.11% | 118 |
|
|
2021
Q3 | $167K | Buy |
+987
| New | +$167K | 0.12% | 112 |
|
|
2020
Q3 | – | Sell |
-13,246
| Closed | -$1.9M | – | 110 |
|
|
2020
Q2 | $1.9M | Buy |
+13,246
| New | +$1.9M | 0.45% | 49 |
|